|
Institutional
Holders
Total
Institutions:
|
9 9 |
|
Total
shares held :
|
1,211,543 |
|
% of shares
held :
|
13.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
1,211,543 |
|
% of shares
held change :
|
13.46% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Congress Wealth Management LLC / DE / |
28 |
*New |
2024-03-31 |
762,611 |
$39,373,000 |
762,611 |
|
JANUS HENDERSON GROUP PLC |
465 |
*New |
2023-12-31 |
602,333 |
$30,939,000 |
602,333 |
|
Financial Enhancement Group LLC |
4 |
- |
2024-03-31 |
442,423 |
$22,643,000 |
212,778 |
|
ATWOOD & PALMER INC |
43 |
- |
2024-03-31 |
239,070 |
$12,343,000 |
225,710 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
507 |
*New |
2024-03-31 |
165,955 |
$8,568,000 |
165,955 |
|
Advisory Resource Group |
|
*New |
2023-12-31 |
158,888 |
$8,161,000 |
158,888 |
|
BANK OF NEW YORK MELLON CORP |
2213 |
*New |
2024-03-31 |
119,199 |
$6,154,000 |
119,199 |
|
Vantage Financial Partners Ltd. Inc. |
24 |
*New |
2023-12-31 |
80,163 |
$4,118,000 |
80,163 |
|
CI Private Wealth LLC |
|
*New |
2023-12-31 |
54,693 |
$2,809,000 |
54,693 |
|
Masso Torrence Wealth Management Inc. |
25 |
*New |
2024-03-31 |
33,033 |
$1,705,000 |
33,033 |
|
FAMILY MANAGEMENT CORP |
59 |
*New |
2023-12-31 |
30,767 |
$1,580,000 |
30,767 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1046 |
*New |
2024-03-31 |
30,265 |
$1,563,000 |
30,265 |
|
CITADEL ADVISORS LLC |
2663 |
*New |
2023-12-31 |
25,951 |
$1,333,000 |
25,951 |
|
JANE STREET GROUP LLC |
3430 |
*New |
2023-12-31 |
15,743 |
$809,000 |
15,743 |
|
|
14 Records found
|
1
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Page 1 of 1 |
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